Guardian Wealth Advisors (North Carolina)
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Guardian Wealth Advisors (North Carolina)’s ExxonMobil XOM Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.25M Buy
16,461
+5
+0% +$748 0.13% 110
2026
Q1 		$2.79M Sell
16,456
-32
-0.2% -$4.67K 0.18% 85
2025
Q4 		$1.98M Buy
16,488
+172
+1% +$19.9K 0.12% 106
2025
Q3 		$1.84M Sell
16,316
-107
-0.7% -$11.9K 0.12% 106
2025
Q2 		$1.77M Sell
16,423
-278
-2% -$29.7K 0.12% 97
2025
Q1 		$1.99M Sell
16,701
-218
-1% -$24.1K 0.16% 87
2024
Q4 		$1.82M Buy
16,919
+1,186
+8% +$139K 0.14% 93
2024
Q3 		$1.84M Sell
15,733
-274
-2% -$31.6K 0.2% 71
2024
Q2 		$1.84M Buy
16,007
+162
+1% +$18.9K 0.22% 64
2024
Q1 		$1.84M Buy
15,845
+2,969
+23% +$311K 0.23% 64
2023
Q4 		$1.29M Sell
12,876
-1,256
-9% -$132K 0.2% 72
2023
Q3 		$1.66M Buy
14,132
+1,372
+11% +$150K 0.28% 57
2023
Q2 		$1.37M Buy
12,760
+1,668
+15% +$182K 0.23% 56
2023
Q1 		$1.22M Buy
11,092
+2,744
+33% +$304K 0.21% 63
2022
Q4 		$921K Sell
8,348
-260
-3% -$27.9K 0.18% 73
2022
Q3 		$752K Buy
8,608
+541
+7% +$49.4K 0.14% 81
2022
Q2 		$691K Buy
8,067
+2,994
+59% +$270K 0.13% 86
2022
Q1 		$419K Buy
5,073
+149
+3% +$11.6K 0.18% 97
2021
Q4 		$301K Buy
+4,924
New +$308K 0.13% 118

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Guardian Wealth Advisors (North Carolina)'s XOM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its ExxonMobil (XOM) stake by 0.03% in Q2 2026, buying an estimated $748 and bringing the position to 16,461 shares worth $2.25M. The position accounts for 0.13% of the portfolio, ranked #110.

Guardian Wealth Advisors (North Carolina) first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.79M in Q1 2026. 4,290 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 16,461 shares of ExxonMobil worth $2.25M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 5 ExxonMobil shares in Q2 2026, an estimated $748.
  • ExxonMobil made up 0.13% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #110 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s ExxonMobil position peaked at $2.79M in Q1 2026.
  • 4,290 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.